EDUCATE. ELEVATE. EMPOWER YOUR FINANCES

Effective Date 02/19/2025

At Banks Financial Services, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our services.

1. Information We Collect

We may collect the following types of information when you interact with our services:

• Personal Information: Name, email address, phone number, and billing details.

• Financial Information: Any details voluntarily shared during consultations to provide financial guidance.

• Usage Data: Information about how you interact with our website, booking system, or emails.

2. How We Use Your Information

Your information is used for the following purposes:

• To schedule and provide financial consultation services.

• To communicate with you regarding your appointment, payments, and follow-ups.

• To improve our services and customer experience.

• To comply with legal obligations or enforce our policies.

3. Data Protection & Security

We take reasonable precautions to protect your personal and financial information from unauthorized access, misuse, or loss. However, no online transmission is 100% secure, and we cannot guarantee absolute security.

4. Sharing of Information

We do not sell, rent, or share your personal information with third parties, except:

• When required by law or legal proceedings.

• With trusted service providers who help us operate our business (e.g., payment processors) under strict confidentiality agreements.

5. Cookies & Tracking Technologies

Our website may use cookies or tracking tools to enhance your browsing experience. You can adjust your browser settings to refuse cookies, though this may affect website functionality.

6. Your Rights & Choices

• You have the right to request access, corrections, or deletion of your personal information.

• You may opt-out of marketing emails at any time.

• You can contact us to inquire about how your data is stored and used.

7. Retention of Data

We retain your information only as long as necessary to provide our services and comply with legal requirements.

8. Changes to This Privacy Policy

We may update this policy periodically. Any changes will be posted with a revised “Effective Date.” Continued use of our services after updates constitutes acceptance of the new terms.

By using our services, you agree to this Privacy Policy.